SOLUTION PROVIDER OF THE WEEK
Adviscent
Overview

Customers of a bank expect bespoke, tailor-made advisory, every time, at every touchpoint.

This unfortunately happens in only 1 out of 10 cases. Because the advice lacks the right content at the right time.

This means in 90% of cases, the bank misses out on potential revenue and risks losing clients. Every day.

But what if the client advisory business with a salesforce of 1'000 advisors that generate CHF 500'000 each in annual revenues could become 1% better? Consistently, without hiring expensive sales trainers or working more?

It would mean an CHF 5 Mio. in revenue - at lower attrition rates. Also from relationship managers, because they love their job as they earn more money.

Let's talk about how we can make this happen for you? 
Solution provider FACTFILE
Established
2010

Global Headquarters
Zurich, Switzerland

Website

Company Size
11-50 employees

Target Clients
Asset Managers, Bank Wealth Managers
TWM Marketplace


TWM Business Need categories

  • Client Engagement & Management
  • Client Marketing & Prospecting
  • Financial & Retirement Planning
  • Investment Platforms & Tools


Relevant Regions
Middle East, North America, Western Europe
Adviscent Solutions


Adviscent is a FinTech specialized in innovative information management solutions for advisory processes. It developed Interactive Advisor, a content and personalization hub that integrates wealth management research processes into one platform.

Interactive Advisor's intelligent recommendation engine helps financial advisors deliver content that fully matches client profiles and preferences at any point within the client journey. In turn, they gain key insights into what their clients want.

Adviscent partners with chief investment officers and research departments that create and distribute research and investment advice to clients, prospects and client advisors. As an acknowledged advisory enabler, it helped transform the advisory business of reputable banks and large financial institutions.
Highlight - latest CONTENT
Blog: Communicating with clients: the storytelling approach. CLICK HERE

Blog: Using technology to engage with clients: The view from Adviscent (part 1) - market view. CLICK HERE

Blog: Using technology to engage with clients: The view from Adviscent (part 2) - their solution offering. CLICK HERE
Highlight - recent VIDEO INTERVIEW
Interactive Advisor – in a nutshell.

Click HERE or on the image to watch the entire video.

RECENT TWM REPORTS

The Wealth Mosaic ('TWM') is a curated, research-led marketplace directory of solution providers and solutions, all relevant to the business needs of wealth managers across the globe. Built with a specific focus on a changing wealth management sector, TWM’s marketplace directory consists of over five thousand solution profiles categorised against a dedicated taxonomy to support their discovery and engagement. 

For wealth managers, TWM is designed to support their need to be able to more easily and efficiently discover the solutions and solution providers that are increasingly relevant to the needs of their business.

For solution providers, TWM is about supporting their positioning, exposure and business development needs in a more complex world. Together, TWM is aimed at narrowing the knowledge gap between the buyers (wealth management firms) and sellers (solution providers) and supporting them to connect and do business.

You can contact us at The Wealth Mosaic on office@thewealthmosaic.com